Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 MID 3.94%
3 BKWO 1.74%
4 PSL 1.60%
5 NBSM 1.42%
6 SMAP 1.20%
7 BAFE 1.02%
8 FXD 1.01%
9 TMSL 0.62%
10 JHSC 0.59%
11 LSEQ 0.55%
12 FNY 0.54%
13 FDWM 0.51%
14 MMSC 0.44%
15 BTAL 0.40%
16 BKSE 0.40%
17 EHLS 0.30%
18 FNX 0.28%
19 RAYD 0.27%
20 JKK 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.34M (10.22%) -12.29K
Decreased by -0.23%
Sep 30, 24
2 Durable Capital Partners LP 4.30M (8.24%) -1.15M
Decreased by -26.65%
Sep 30, 24
3 Massachusetts Financial Services Company 3.18M (6.09%) 423.46K
Increased by +13.31%
Sep 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 3.17M (6.07%) 101.83K
Increased by +3.21%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 3.09M (5.92%) -704.56K
Decreased by -22.80%
Sep 30, 24
6 JPMorgan Chase & Co 3.03M (5.81%) -311.53K
Decreased by -10.27%
Sep 30, 24
7 Brown Advisory Holdings Inc 2.60M (4.97%) -132.16K
Decreased by -5.09%
Sep 30, 24
8 BlackRock Inc 2.59M (4.95%) 82.92K
Increased by +3.21%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 1.98M (3.80%) -832.85K
Decreased by -42.01%
Sep 30, 24
10 William Blair Investment Management, LLC 1.84M (3.52%) -29.33K
Decreased by -1.60%
Sep 30, 24
11 BAMCO Inc 1.49M (2.85%) -146.26K
Decreased by -9.82%
Sep 30, 24
12 Neuberger Berman Group LLC 1.41M (2.71%) 213.50K
Increased by +15.10%
Sep 30, 24
13 Capital World Investors 1.35M (2.59%) 1.18K
Increased by +0.09%
Sep 30, 24
14 State Street Corp 999.26K (1.91%) 3.97K
Increased by +0.40%
Sep 30, 24
15 Liontrust Investment Partners LLP 960.98K (1.84%) 0.00
Increased by 0.00%
Sep 30, 24
16 State Street Corporation 959.38K (1.84%) 3.81K
Increased by +0.40%
Mar 31, 24
17 Geode Capital Management, LLC 924.83K (1.77%) 7.60K
Increased by +0.82%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 865.56K (1.66%) -836.63K
Decreased by -96.66%
Sep 30, 24
19 Frontier Capital Management CO Inc 774.72K (1.48%) 56.28K
Increased by +7.26%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 758.52K (1.45%) -26.38K
Decreased by -3.48%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 MFS Mid Cap Growth A 2.37M (4.54%) 29.64K
Increased by +1.25%
Oct 31, 24
2 MFS Mid Cap Growth Equity 2.34M (4.48%) 297.93K
Increased by +12.72%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.83M (3.50%) -7.98K
Decreased by -0.44%
Oct 31, 24
4 Vanguard Small Cap Index 1.46M (2.79%) 2.85K
Increased by +0.20%
Oct 31, 24
5 T. Rowe Price Mid-Cap Growth 1.27M (2.44%) 129.60K
Increased by +10.16%
Oct 31, 24
6 American Funds SMALLCAP World A 1.19M (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price US Mid-Cap Growth Equity 1.15M (2.19%) -3.20K
Decreased by -0.28%
Sep 30, 24
8 JPM US Mid Cap Growth-Composite 906.48K (1.74%) 0.00
Increased by 0.00%
Sep 30, 24
9 JPMorgan Mid Cap Growth I 906.48K (1.74%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 867.48K (1.66%) -4.67K
Decreased by -0.54%
Oct 31, 24
11 JPM US Mid Cap Growth-MA 832.41K (1.59%) 514.31K
Increased by +61.79%
Sep 30, 23
12 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.55%) -509.99K
Decreased by -62.86%
Sep 30, 24
13 Vanguard Small Cap Growth Index Inv 798.88K (1.53%) -2.35K
Decreased by -0.29%
Oct 31, 24
14 JPM US Small Cap Core-Composite 728.89K (1.40%) -75.44K
Decreased by -10.35%
Dec 31, 23
15 JPMorgan Small Cap Equity A 728.89K (1.40%) -35.98K
Decreased by -4.94%
Dec 31, 23
16 Neuberger Berman Genesis Inv 704.00K (1.35%) 37.65K
Increased by +5.35%
Sep 30, 24
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 694.97K (1.33%) -52.61K
Decreased by -7.57%
Jun 30, 24
18 T. Rowe Price Glb Focused Growth Equity 672.42K (1.29%) 117.30K
Increased by +17.44%
Dec 31, 23
19 T. Rowe Price Global Focused Gr Eq Pool 672.42K (1.29%) 117.30K
Increased by +17.44%
Dec 31, 23
20 T. Rowe Price Global Stock 672.42K (1.29%) 117.30K
Increased by +17.44%
Dec 31, 23